ScalAx Investment Risk Management Software to Identify the Sources of Risk and Returns

ScalAx is a highly scalable cloud-based application built on Axioma optimization engine to implement a scalable portfolio creation process;
essentially automating and streamlining the process of running risk analytics and mean variance optimization across a very large number of accounts.

A Wealth Management Platform that Ensures Portfolio Access with Ease  

Gain a complete view of complex client portfolios, including held-away accounts, private investments, and real assets, all in one platform. By integrating these diverse asset types, our solution empowers you to make smarter, data-driven investment decisions, optimizing asset allocation and uncovering opportunities for enhanced returns. This holistic perspective supports superior portfolio outcomes, enabling better alignment with client goals and increased long-term value.
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Enhanced
Client Experience
Rebalancing 

Our industry-leading portfolio analytics and reporting software empowers you to deliver personalized insights and foster trusted client relationships. Instantly analyze and visualize portfolio data to engage clients with relevant, real-time insights. Effortlessly create branded, customized reports in minutes, tailoring conversations to each client’s unique needs and positioning yourself as a trusted partner in their financial journey.
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Simplify Complexity. Deliver Excellence with
SoftPak’s Performance and Risk Analytics Software

Group Management

ScalAx simplifies portfolio rebalancing by grouping up to 100,000 similar portfolios, enabling efficient manipulation and rebalancing, while maintaining individual account customization through rich filter schemes and programmatic group management.

Parallel Processing

ScalAx optimizes multiple accounts simultaneously, reducing EOD by 5-30 times, enhancing portfolio management efficiency. It can optimize up to hundreds of groups, distribute processes, integrate with commercial job schedulers, and remotely monitor processes.

Model Management

SoftPak’s portfolio analytics and reporting tool offers efficient model management, allowing users to create, edit, and delete various types of models, and import and upload from external sources for flexibility and efficiency.

Templates and Utilities

Streamlining tasks with optimized templates, allows users to import data from multiple systems, export data, perform actions like cash withdrawals or loss harvesting, and edit trades before sending to a Trading Order System.

Database Connectivity

Efficiently storing data from multiple sources, our portfolio analysis solution generates content-rich reports, facilitating block trades, and setting risk analysis triggers. It also allows dynamic group creation and optimization via a scheduler.

Proposal Generation

ScalAx also streamlines onboarding by generating customized proposals in seconds, enhancing competitiveness and fostering stronger client relationships, ultimately driving business growth.

See Our Related Portfolio Analytics Solutions

Portfolio Rebalancing

Portfolio Rebalancing With this unbranded portfolio rebalancing tool, you can trade, rebalance, and build models on a single platform. Advisors can impose restrictions at the business or individual account level with this tax-aware rule-based rebalancing platform provided by this portfolio rebalancing software. These limitations allow the adviser to discover equivalencies or prohibited securities, lock positions, produce cash, define tolerance bands on model portfolios, and design a standard or customized tax-efficient solution for each client.
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Portfolio Optimization

A patented tool solution for portfolio risk analysis and portfolio optimization, our unbranded Portfolio Optimizer applies the concepts of Mean Variance Optimization and Risk Return Optimization. Using the Fama French Risk Model on a daily and monthly basis, it helps investors make judgments about investments across financial instruments, such as factor tilting, index fund rebalancing, and taxable optimization.
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Managed Accounts

SoftPak, a pioneer in the US managed account market, has developed scalable wealth management technology in partnership with Northfield Information Services. This technology enables asset management firms to efficiently manage taxable and tax-exempt accounts, applying their best investment decisions. The technology allows for Straight Portfolio Optimization and Taxable Optimization using Mean Variance Optimization, with several risk models available.
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Frequently Asked
Questions  

Can’t find what you are looking for?

ScalAx is one of the best portfolio risk analytics platforms out there with its scalable cloud-based solution utilizing the Axioma optimization engine. It aims to cater to the needs of money managers who find it cumbersome to move their workload manually to Axioma.
ScalAx’s portfolio risk analytics software is highly accurate, leveraging advanced algorithms to assess risk across multiple factors and scenarios. Continuous updates ensure precision in capturing real-time market changes.
Automated data extraction ensures that your risk assessments are based on the most up-to-date and reliable data available. By automating the data collection and validation process, you minimize the risk of errors and ensure that your risk models are always operating on the latest information.
Portfolio risk analysis provides your entire team with a smarter, more efficient way to work in times of market volatility. With a software solution to streamline behind-the-scenes work for your advisors, you free up time in their day which they can reinvest in meeting with clients.
Portfolio risk analytics platforms allow you to perform scenario analysis, stress testing, ESG and climate analysis, and portfolio risk and attribution analysis.

Optimize Portfolio Management at Scale with ScalAx

Our portfolio risk analytics platform combines the functionality of Axioma portfolio optimizer while also providing an added benefit for money managers who find it cumbersome to move their workload manually.
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